Crowdstrike Holdings Inc (CRWD)vsSynopsys Inc (SNPS)
CRWD
Crowdstrike Holdings Inc
$671.02
+0.51%
TECHNOLOGY · Cap: $176.39B
SNPS
Synopsys Inc
$464.85
-1.35%
TECHNOLOGY · Cap: $85.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Synopsys Inc generates 70% more annual revenue ($8.68B vs $5.09B). SNPS leads profitability with a 8.9% profit margin vs -0.6%. SNPS appears more attractively valued with a PEG of 2.88. SNPS earns a higher WallStSmart Score of 47/100 (D+).
CRWD
Hold39
out of 100
Grade: F
SNPS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.9%
Fair Value
$395.29
Current Price
$671.02
$275.73 premium
Intrinsic value data unavailable for SNPS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
Revenue surging 41.9% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 36.9x book value
ROE of -0.1% — below average capital efficiency
ROE of 2.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bull Case : SNPS
The strongest argument for SNPS centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 41.9% demonstrates continued momentum.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : SNPS
The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 104.3x leaves little room for execution misses.
Key Dynamics to Monitor
CRWD profiles as a growth stock while SNPS is a hypergrowth play — different risk/reward profiles.
CRWD carries more volatility with a beta of 1.24 — expect wider price swings.
SNPS is growing revenue faster at 41.9% — sustainability is the question.
SNPS generates stronger free cash flow (617M), providing more financial flexibility.
Bottom Line
SNPS scores higher overall (47/100 vs 39/100) and 41.9% revenue growth. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Crowdstrike Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CrowdStrike Holdings, Inc. provides cloud solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. The company is headquartered in Sunnyvale, California.
Visit Website →Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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